GuideReference

Common Customer Scenarios

The Customer object enables several key self-service scenarios:

New User Onboarding

When a new user visits your self-service portal:

  1. Create a Customer record using the /customers POST endpoint

  2. Create associated Contact records for key individuals

  3. These records remain in Nue's system only until the user places an order

  4. Upon order placement, both Customer and Contact records sync to Salesforce, creating proper Account and Contact records

Managing Existing Customer Information

For users with existing accounts:

  1. Retrieve Customer information using the /customers GET endpoint with appropriate IDs

  2. Update Customer details using the /customers/{customerId} PATCH endpoint

  3. Changes are reflected in both Nue and Salesforce (if the Customer is already synced)

Tracking External System Integrations

The Transaction Hub Data endpoint (/customers/{customerId}/transactionHubData) provides visibility into how Customer records integrate with external systems like payment processors:

  1. Track the status of Customer records in third-party systems

  2. Monitor for any errors in data synchronization

  3. Understand the complete history of a Customer's data across your technology ecosystem